Scope of Services

Our normal scope of services for a Campaign Study includes:

Assess perceptions related to fundraising and membership, both internally (within the staff and board) and externally, with donors, members, volunteers, audiences, community leaders and prospective donors.

Evaluate past and current marketing efforts that directly impact fundraising and membership success.

Assist in the development of the case for support with input from staff, board and key constituency leadership.

Using personal interviews, phone conversations and electronic surveys, we gauge the potential level of support for the planned campaign effort.

Validate and recommend an achievable campaign goal with detailed analysis of likely gift ranges, number of gifts at each level and campaign calendar.

Identify qualified donor prospects for the campaign, including a working list for the campaign with specific pledge ranges for each prospect.

Develop campaign policies and procedures as needed, and provide additional strategies to ensure the organization is fully prepared to accept and steward major and planned gifts during the campaign process.

Present to the Board the findings and, if requested, conduct a Board Fund Development Training Session with the goal of initial solicitation training for the Capital Campaign.